
$350M Long Island Advisor Joins the March From Osaic to LPL
Published on April 23, 2025
James Verdi was previously with American Portfolios, one of the legacy broker/dealers integrated into a single entity when Osaic rebranded from Advisor Group.

James Verdi was previously with American Portfolios, one of the legacy broker/dealers integrated into a single entity when Osaic rebranded from Advisor Group.